Qualifications

• Diploma in Financial Planning
• Certified Financial Planner
• Graduate Diploma of Financial Planning

Memberships

Liam is a member of the Financial Planning Association.

Getting personal

Liam was brought up in the NSW Northern Beaches and enjoys running, being a dad and is ever hopeful of an improvement to his short game.

He has a strong commercial background, with extensive experience gained from working in large corporations, including Optus Communications and Sony Australia over a period of 20 years.

Qualifications

• Bachelor of Commerce
• Advanced Diploma in Financial Services

Memberships

Hamish is a Member of the Association of Financial Advisers (AFA).

Getting Personal

Hamish is married to Kimberley and has a busy household raising three boys. He loves sport, keeping fit, and is particularly passionate about golf, skiing and fishing. He lives for the day he shoots par.

Hamish is also a director on the Board of one of the charities that MENTOR¹ supports – The MonSTaR Foundation which helps children with both physical and intellectual disabilities

Qualifications

• Advanced Diploma of Financial Services (Financial Planning)

Memberships

Associate Financial Planner with the AFA.

Getting personal

Leon grew up in Ballarat, Victoria. He enjoys running, flying his recreational aircraft and spending time with family.

Ned is a senior financial planner at MENTOR¹. He has been a planner for over 20 years and has helped many clients reach their financial goals by growing, protecting and managing wealth over their lifetime.

Qualifications

• Bachelor of Commerce (Economics, Finance & Accounting)
• Diploma in Financial Planning
• Graduate Diploma of Law

Memberships

Ned is a member of the Financial Planning Association (FPA) and the Financial Services Institute of Australasia (FINSIA).

Getting personal

Ned is married with three kids. On weekends, he enjoys tennis and golf, and in season, sailing and snow-skiing. His favourite past-time is dining with family and friends and attending the visual and performing arts.

Renee has been working in the finance industry since 2005. She has had experience assisting with the administration of client accounts within different sectors including financial planning, accounting and self-managed super funds. Since commencing at MENTOR¹. Renee has assisted in managing Liam’s clients including preparation and implementation of advice documents. As our business has grown and developed Renee has taken on the role of office manager.

Qualifications

• Advanced Diploma in Financial Planning
• Diploma in Financial Planning
• Certificate III Business Administration

Getting personal

Although Renee now calls the Northern Beaches home she grew up in Launceston, Tasmania. When she is not at work Renee spends her time with her son, enjoys boating and renovating.

Joel has been a financial adviser since 2017 and worked in the financial services industry since 2012. Joel is passionate about exploring and understanding each client’s unique and individual life situations in order for them to live their best life.

Qualifications

• Advanced Diploma of financial planning
• Graduate Diploma of Financial Planning

Memberships

Association of Financial Advisers (AFA)

Getting personal

Joel was born in regional NSW and was raised on a farm. After deciding to trade the country for the city to pursue studies and a career in finance it’s been hard for Joel to look back. Joel is an active member of the Sydney Swans and can be found on game day at the SCG cheering on the red & white! Joel also enjoys a very social lifestyle, good food & wine & playing golf and tennis.

Tim has been investing for over 20 years. With a large personal portfolio throughout Australia Tim has not only the academic knowledge of how real estate works but has personally lived and breathed the markets performance day in day over this time.

He has personally purchased over 30 properties, and has transacted in every entity and strategy possible, including past and current subdivisions & developments. Tim has developed insightful tools and a systematic planned approach to real estate that he has showcased by writing and conducting workshops & events throughout Australia.

Qualifications

• Licensed Real Estate Agent
• Diploma in Finance & Mortgage Broking

Memberships

Tim is a member of the Mortgage & Finance Association of Association.

Getting personal

In his spare time, Tim loves to spend his time at his local beach in Freshwater with
his wife and kids and squeezing in the occasional game of golf.

Qualifications:

• Qualified carpenter
• Licensed Builder

Getting Personal 

Away from work, apart from chasing a young family, Nick can be found in the ocean surfing or swimming. Nick is also passionate about developing his knowledge further in the real estate and construction sectors.

Qualifications

• B Commerce
• Chartered Accountant
• Tax Agent

Memberships

Andrew is a Chartered Accountant and Tax Agent.

Getting personal

Andrew has lived in Sydney for over 20 years and was brought up on the Mid North Coast. Family is important to Andrew, spending time with his kids. He enjoys playing soccer with a good group of friends who have been a team for the past 10 years.

Gerard is a highly regarded mortgage broker with over 20 years’ experience in Financial Services following 15 years in the banking industry with the major banks.

Qualifications

• Diploma in Financial Planning
• Certificate 4 Financial Services (Finance & Mortgage Broking)

Memberships

Gerard is a member of the Financial Brokers Association Australia (FBAA).

Getting personal

Gerard is married with 3 children + 2 Dogs. (always greeted at the door by the dogs!) Gerard’s involved with the Community through junior sports coaching Soccer and Basketball.

He loves to surf & really enjoys a long Sunday afternoon lunch with the family!